+151.4%
ADBE vs KWEB
-19.7%
+171.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.2% |
| 7D | -5.4% | -5.6% | +0.2% | -3.7% |
| 30D | -2.5% | -10.7% | +8.2% | +0.8% |
| 3M | +15.3% | -7.4% | +22.7% | +17.9% |
| 6M | -7.8% | -19.3% | +11.5% | -2.2% |
| YTD | -27.9% | -27.8% | -0.2% | -21.2% |
| 1Y | -28.0% | -35.9% | +7.9% | -18.5% |
| 3Y | -55.3% | -1.9% | -53.4% | -57.7% |
| 5Y | -61.7% | -43.2% | -18.5% | -57.8% |
| All | +151.4% | -19.7% | +171.1% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded KWEB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling